Richard Feldman
Senior Vice President, Financial Advisor
CFP®
Contact Richard
Team Office
Richard’s Locations
Miami, FL 33133 (305) 443-3339
About Richard
Richard Feldman has over 15 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Richard brings a wealth of experience in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading, and client advice. He is a graduate from the University of Miami where he received his Bachelor’s Degree in Business Administration with an emphasis on Accounting. He holds an MBA from the University of Rhode Island. In his off time, Richard enjoys spending time with his family, golfing, and boating.
Education
- MBA, University of Rhode Island
- BA, Business Administration, University of Miami
What we’re thinking about
Types of Mutual Funds and How They Work
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